Self-serve
Import your data, install ready-made Blueprints, and follow the guides. Technical teams launch this way every week, at no cost beyond your plan.
Services
Gentle implementation help from the team that built the platform.
Technical Team Admins can configure Simply360 themselves, and many production launches move faster with help on discovery, data conversion, setup, integration, migration, and team training.
Implementation
Priced to belong in the room — and to undercut it.
Comparable CRM-platform implementations routinely run $30,000 to $100,000 or more and take quarters. Simply360 implementations start at $9,500 and are measured in weeks. Pick the level of help you want — you can always start smaller and add more later.
Guided onboarding
Working sessions where we configure your schema, forms, website, and first workflows alongside your team, so you own the system from day one.
Standard implementation
Discovery, schema build, a single-source data migration, your website and public forms, staff training, and go-live support — the common full launch.
Complete implementation
Multi-source migration, integrations, automations, reports and dashboards, role-based training, and a parallel-run period before you switch over.
Enterprise platform replacement
Replacing a Salesforce- or Blackbaud-class system: phased migration, a dedicated implementation lead, a sync bridge during the transition, and a rehearsed cutover.
Just the data
Rather hand us only the messy spreadsheet or an export from your current system? Single-source data conversion — cleaned, mapped, and verified with you — starts at $500.
Every package price is a starting point, not a trap: the final quote depends on how much data you have, how tangled it is, and how many systems we are connecting. You will always see the full number, in writing, before any work begins.
How we help
The same team, from discovery to go-live.
Every implementation is run by the people who build the platform — not a reseller or an offshore configuration shop.
Map the workflow before building
Clarify the data model, actors, permissions, public surfaces, reports, automations, integrations, and launch sequence.
Launch public-facing experiences
Build managed websites, embeddable forms, directories, calendars, maps, portals, quote flows, or conversation widgets.
Connect the systems that matter
Plan and build provider sync, imports, exports, webhooks, reporting data, and custom operational bridges.
Turn one implementation into a repeatable product
Package a solved pattern into a reusable Blueprint — or a complete vertical app — when the same workflow appears across teams.
Bring us the messy workflow. We will make it feel simple.
Show us the spreadsheet, the system you have outgrown, the portal wish list, or the intake process. We will map it to Simply360 and show the calmest path forward.